FINRA Licensed
Registered Investment Advisory Firm
Unlock Capital
At Align Equity Group, we specialize in helping businesses and investors raise capital, secure funding, and grow their ventures. Whether you’re looking for exclusive investor access or full-service advisory support, we have the solution tailored to your needs.
Deliverables & Services
Let's First Get Your Assets Right!
1. Pitch Deck Review & Refinement
Our team will conduct a thorough review of your current pitch deck, 1 pager, financials and more, providing detailed feedback to optimize its effectiveness.
Edits will focus on ensuring your key messaging aligns with what resonates most with high-net-worth investors, family offices and private equity funds.
We will help refine your story, financial projections and market opportunity presentation to appeal to these sophisticated investors.
If excessive changes need to be made or a new pitch deck is needed, we work with a trusted 3rd party partner who has extensive institutional experience who has created pitch decks that has raised in excess of $4 billion dollars.
This ensures your deck will me the highest quality standards and position your company as a premium opportunity for investors.
2. Data Room Preparation
Investors expect data rooms to be well-organized and professional, providing easy access to critical business documents in a format they are familiar with.
We will assist in preparing a data room that meets these expectations, including financial statements, legal documents, business plans, and other materials essential for due diligence.
Important: Investors generally do not prefer data rooms hosted on platforms like Google Drive or Dropbox. We will ensure your data room is hosted on a more secure, professional platform that aligns with investor standards, increasing the likelihood of a positive due diligence process.
3. LinkedIn Outreach
Get in front of people quick
Linkedin is powerful when used the right way
AI technology
Voice Notes
4800 Personalized messages and connection requests
800 per month (Max LinkedIn allows)
4. Investor Targeted Outreach
The goal of our investor-targeted outreach campaigns is to strategically connect your company with qualified investors who are aligned with your industry, business model, and capital requirements. Our campaigns are designed to maximize exposure and engagement while maintaining compliance with regulatory requirements.
Investor Profiling & Targeting
- We begin by conducting thorough research to identify ideal investor profiles, focusing on investors who have a history of funding similar ventures, aligning with your growth stage, industry, and geographic preferences.
- Target investor types include venture capitalists, private equity firms, family offices, and high-net-worth individuals (HNWIs).
Creation of Custom Outreach Strategy
- Develop a tailored outreach strategy that includes personalized messaging, email sequences, and digital marketing campaigns designed to capture attention and communicate your company’s unique value proposition.
- Utilize multiple channels such as email, LinkedIn, and industry-specific platforms to ensure outreach efforts are comprehensive and far-reaching.
- Segmentation of investors based on interest, activity, and investment preferences for more precise targeting.
Development of Investor Materials
- Customized messaging is developed for each investor segment, ensuring alignment with their interests and concerns.
Email and CRM Automation
- We utilize advanced email marketing and CRM tools to execute campaigns, tracking open rates, click-through rates, and responses.
- Automated follow-ups are integrated into the system to maintain consistent engagement with prospective investors and move them through the pipeline.
- Detailed analytics help us optimize outreach efforts based on investor engagement, adjusting the approach in real-time for better conversion.
Outreach Execution & Investor Follow-Up
- Launch the outreach campaign, sending targeted communications and leveraging personal introductions to initiate investor interest.
- Manage investor interactions, handling follow-up communications, and keeping them engaged through scheduled updates, Q&A sessions, and meetings as needed.
Investor Meetings & Due Diligence Support
- Organize and facilitate investor meetings, whether virtual or in-person, to discuss the investment opportunity in more depth.
- Provide support during investor due diligence, ensuring all required documents and financial information are readily available and any questions are addressed promptly.
Feedback Loop & Ongoing Campaign Adjustment
- Based on the response from investors, we continuously refine and adjust the outreach strategy to improve results.
- Provide clients with regular updates on investor engagement, feedback, and overall progress, ensuring full transparency throughout the process.
PRICING
Marketing Package
$5,000
Setup / Engagement
Split into 2 equal payments of $2,500 for the first 2 months.
Ex. Month 1 = $2,500 / Month 2 =$2,500
$1,000 per month starting month 3
Stop anytime
Add On & Additional Services
Pitch Deck Creation
$800
Simple Process
7-10 day turnaround with unlimited revisions
Over $4 Billion raised with our decks
Video Interview
$500
Highlight your story with a 20-minute Founder Spotlight Interview
Featured to our Inner private Wealth Circle of 500+ HNWI's, Family Offices, PE Firms and Venture Firms.
100 Database Leads /month
$1,500
First 4 months (400 leads) Then $499 month
Hyper targeted, HNWI's, Family Offices, PE Funds, Venture Funds
All contact info, country specific as requested
Our databases are updated constantly for accuracy
cancel anytime
Service Overview
Our Service connects you with key investors and helps you manage outreach to secure capital.
Targeted outreach campaigns customized to your business needs.
Data Room Setup & Management: Complete setup and organization of your data room, ensuring all critical documents are ready for investor due diligence and review.
Expert guidance to refine your pitch and optimize investor engagement.
Investor introductions with strategic follow-up to keep interest high.
Ongoing investor engagement for up to 12 months to help you land the right capital partner.
Case Studies
Investor Outreach Strategy
In addition to helping with strategy, pitch deck creation, and outreach, we leverage our most valuable asset, our personal relationships. Unlike other services that rely on more automated outreach or mass marketing, we engage directly with our network of high-net-worth individuals, private equity firms, and family offices. This includes more one-on-one conversations, personal introductions, and tailored outreach efforts aimed at investors who have a proven track record of successful deals in your industry.
Why is this important? Personal connections are often the key to getting deals done. Our hands-on approach ensures that your opportunity is presented to decision-makers with the trust and credibility that only a long-standing relationship can provide. This level of access opens doors that might otherwise remain closed, accelerating the capital-raising process and increasing your chances of securing favorable terms.
Direct access to key investors: We don’t just make introductions; we connect you with investors we know personally, ensuring your pitch gets the attention it deserves.
Tailored communication: Each outreach is customized to the investor, focusing on how your business aligns with their interests and investment goals.
Expert deal structuring: We guide you through structuring your deal to match the preferences of these investors, making it more attractive and increasing the likelihood of success.
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Continuous advisory support: Throughout the entire process, our team remains involved, managing investor communications, negotiations, and ensuring your business is positioned for optimal results.
Frequently Asked Questions
Question 1: How long does the capital-raising process take?
The timeline can vary depending on the size of the raise, the complexity of your business, and the responsiveness of potential investors. Typically, with the Elite Investor Access Package, the process takes 3-6 months. The Full Advisory Capital Raising Package includes more intensive support and may take a bit longer due to the more involved structuring and investor negotiations.
Question 2: What is included?
The initial $5,000 covers the setup of your investor outreach, initial investor introductions, and the start of personalized campaigns. During Month 1, we focus on refining your pitch, preparing initial communications, and starting the process of connecting you with key investors. The ongoing $1,000 per month covers follow-up outreach, continued investor engagement, and strategic support.
Question 3: Do I need to have a pitch deck or other materials ready before starting?
It’s highly recommended to have a pitch deck and any key business materials prepared before starting, especially for the Full Advisory Capital Raising Package. If you don't have one, we can help you create or refine your pitch deck as part of the service. Having a strong deck ready will ensure a smoother, more efficient process when engaging with investors. We use an incredible 3rd party partner who has raised well over $4Billion with their decks. There is an additional cost of $800 for deck creation.
Question 4: What kind of investors will I be connected with?
You'll be connected with a carefully curated group of investors, including high-net-worth individuals (Accredited Investors Only), private equity firms, family offices, and other strategic capital partners who are interested in your industry and business model. We ensure that the investors we introduce you to are aligned with your business goals and the type of capital you're seeking.
Question 5: What if I raise the capital I need before the term ends?
If you successfully raise the capital you need before the term is over, we can adjust the timeline accordingly. Once your target capital is raised, we’ll conclude the package and ensure all outstanding deliverables are completed. You’ll only be charged for the months you've used, and any remaining funds will be refunded if applicable. Our goal is to support you in achieving your capital-raising goals as efficiently as possible.
THE STUFF OUR LAWYERS WANT US TO SAY: Align Equity Group is a Registered Investment Advisor. The content presented on this website is for informational and educational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or investment strategy. Nothing contained herein should be construed as individualized investment advice, tax advice, or legal advice tailored to your specific financial situation. Please consult with a qualified financial advisor (like us), tax professional, or attorney before making any investment decisions or implementing any strategies mentioned. All investments involve risk, including the potential loss of principal. Align Equity Group does not guarantee any specific investment outcomes, and past performance is not indicative of future results. There…we said it.